EverSource Wealth Advisors’s Lufax Holding LU Stock Holding History

EverSource Wealth Advisors’s Portfolio LU Stock Details LU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.04K	Buy	789 +378	+92%	+$643	﹤0.01%	3948
2026 Q1	$768	Sell	411 -369	-47%	-$932	﹤0.01%	3946
2025 Q4	$2K	Buy	780 +411	+111%	+$1.22K	﹤0.01%	3499
2025 Q3	$1.5K	Sell	369 -183	-33%	-$546	﹤0.01%	3622
2025 Q2	$1.54K	Sell	552 -52	-9%	-$147	﹤0.01%	3589
2025 Q1	$1.79K	Buy	604 +18	+3%	+$50	﹤0.01%	2976
2024 Q4	$1.4K	Buy	586 +137	+31%	+$378	﹤0.01%	2853
2024 Q3	$1.57K	Buy	+449	New	+$1.18K	﹤0.01%	2611
2024 Q2	–	Sell	-132	Closed	-$579	–	3112
2024 Q1	$579	Hold	132	–	–	﹤0.01%	2680
2023 Q4	$405	Buy	+132	New	+$492	﹤0.01%	2556
2023 Q3	–	Sell	-589	Closed	-$3.37K	–	2594
2023 Q2	$3.37K	Buy	589 +531	+916%	+$3.51K	﹤0.01%	1882
2023 Q1	$469	Buy	+58	New	+$556	﹤0.01%	2239
2022 Q4	–	Sell	-3,903	Closed	-$40K	–	2373
2022 Q3	$40K	Buy	+3,903	New	+$66.6K	0.01%	690

Other funds holding LU

AIM

Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's LU Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Lufax Holding (LU) stake by 92% in Q2 2026, buying an estimated $643 and bringing the position to 789 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3948.

EverSource Wealth Advisors first reported a position in LU in Q3 2022 and has held it in 13 quarters since. The position peaked at $40K in Q3 2022. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

EverSource Wealth Advisors held 789 shares of Lufax Holding worth $1.04K as of Q2 2026.
EverSource Wealth Advisors bought 378 Lufax Holding shares in Q2 2026, an estimated $643.
Lufax Holding made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3948 holding.
EverSource Wealth Advisors first reported a position in Lufax Holding in Q3 2022 and has held it in 13 quarters since.
EverSource Wealth Advisors's Lufax Holding position peaked at $40K in Q3 2022.
75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.